JFS Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

JFS Wealth Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56K	Buy	590 +105	+22%	+$9.55K	﹤0.01%	530
2026 Q1	$41.3K	Buy	485 +2	+0.4%	+$176	﹤0.01%	564
2025 Q4	$40.9K	Buy	483 +2	+0.4%	+$167	﹤0.01%	580
2025 Q3	$40.1K	Buy	481 +3	+0.6%	+$247	﹤0.01%	551
2025 Q2	$38K	Buy	478 +2	+0.4%	+$151	﹤0.01%	520
2025 Q1	$36.7K	Buy	476 +2	+0.4%	+$161	﹤0.01%	534
2024 Q4	$38.1K	Buy	474 +2	+0.4%	+$164	﹤0.01%	510
2024 Q3	$37.5K	Buy	472 +2	+0.4%	+$153	﹤0.01%	517
2024 Q2	$34.2K	Buy	470 +3	+0.6%	+$220	﹤0.01%	481
2024 Q1	$35.5K	Buy	467 +2	+0.4%	+$145	﹤0.01%	499
2023 Q4	$34.1K	Buy	465 +2	+0.4%	+$132	﹤0.01%	477
2023 Q3	$30.1K	Buy	463 +2	+0.4%	+$137	﹤0.01%	453
2023 Q2	$31.7K	Buy	461 +2	+0.4%	+$131	﹤0.01%	440
2023 Q1	$30.3K	Buy	459 +2	+0.4%	+$137	﹤0.01%	442
2022 Q4	$29.6K	Buy	457 +7	+2%	+$449	﹤0.01%	449
2022 Q3	$26K	Hold	450	–	–	﹤0.01%	511
2022 Q2	$27K	Hold	450	–	–	﹤0.01%	528
2022 Q1	$32K	Buy	+450	New	+$31.2K	﹤0.01%	511

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

JFS Wealth Advisors's MDYV Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 22% in Q2 2026, buying an estimated $9.55K and bringing the position to 590 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

JFS Wealth Advisors first reported a position in MDYV in Q1 2022 and has held it in 18 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

JFS Wealth Advisors held 590 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $56K as of Q2 2026.
JFS Wealth Advisors bought 105 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $9.55K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #530 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.